A price boom is coming.
The number of EV's continue to grow worldwide. Growth rates in some jurisdictions may be taking a breather but the actual number continues to increase.
Add to that the continual increase in energy storage rates and logic tells you that the analysts are dead wrong.
New projects have stalled, existing projects have not expanded and the analysts try to convince us that Africa will keep a lid on prices.
Africa will supply China in the shorterm because they have obligations under the belt and road initiative.
Europe, the US and its allies will prohibit African sourced spodumene from entering their markets.
The lithium market will bounce back with vegenance.
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